What public Form 5500 filings show about the John A. Yates & Charlotte G. Yates Legacy, LLC 401(k) Plan 401(k) plan — and how to find and check your own account.
John A. Yates & Charlotte G. Yates Legacy, LLC 401(k) Plan (EIN 81-4505521) reports JOHN A. YATES SR. & CHARLOTTE G. YATES LEGACY, LLC 401K PLAN on its most recent Form 5500, with $11.0M in plan assets across 34 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full John A. Yates & Charlotte G. Yates Legacy, LLC 401(k) Plan filing — schedules, fees, and providers.
John A. Yates & Charlotte G. Yates Legacy, LLC 401(k) Plan’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask John A. Yates & Charlotte G. Yates Legacy, LLC 401(k) PlanHR for the recordkeeper’s name and login.
